Session Preparation | Sam Tate Coaching

Session Preparation

To make our first session as valuable as possible, please complete these three exercises. They'll help you gain clarity on what matters most and where you'd like to focus our work together.

Total Time: 30-40 Minutes

Each exercise builds on the previous one, helping you move from surface-level awareness to deeper insight. You can complete them in one sitting or return to finish later.

Exercise One

Values Clarification

15 Minutes

Most people operate on inherited or assumed values they've never examined. This interactive exercise helps you identify what genuinely matters to you through a four-stage process of progressive narrowing.

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Exercise Two

Life Balance Assessment

10 Minutes

A visual assessment of eight key life domains. You'll rate where you stand in each area and see immediately where imbalance exists. Everything connects—the assessment reveals patterns you might not have noticed.

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Exercise Three

Five Questions

15 Minutes

Five straightforward questions to help you see where you are, what needs attention, and what you could do about it. No philosophy required—just honest reflection that creates clarity.

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What to Expect

Each exercise generates a PDF document with your responses. You'll receive:

  • A professionally formatted summary of your core values
  • A visual representation of your life balance with your ratings across eight domains
  • Your reflections on five grounding questions, organised and ready to discuss

There are no right or wrong answers. This is about creating clarity before we meet, so we can use our session time for what matters most: moving forward.

Questions about the preparation process?

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